We recently noticed that we have been sending statements with zero balance to our clients, which is not ideal. However, we never ticked the Include Customers with Zero Balances in advanced filter when sending statements. And there’s no zero balanced venue showing under To Be Emailed when we sent statements. wonder why this has happened and how we can stop sending zero balanced statement to our clients. Thank you.
Hi JingCheng,
Blasting out statements with a zero balance can definitely make things a bit messy. This usually happens when there’s been some activity that created a balance, but it doesn’t fall within the dates you ran the statement for, or if a transaction’s been entered with a future date. To keep those sneaky zero-balance statements from going out, check the card for balances, make sure your statement type is set to Invoice and that your date range is all set up nicely before you send those emails.
If you’ve already done that, and those zero-balance statements are still sneaking through, then we’ll need to take a closer look at your file. Reach out to our team via live chat through our virtual assistant MOCA, or lodge a support ticket through My Account, and they’ll be happy to dig into it with you.
Cheers,
Princess
